FIRE VS Financial Advisors - an Interview with Robert Whelan

In this episode, Michael talks with Robert Whelan, from Rockwell Financial. Originally from Carlow and now living in Dublin, Robert shares his family background, from working with his Dad as a milkman, to working in hospitality, to eventually launching his own business in 2009 as a financial advisor.

Robert answers some tough questions around how those pursuing financial independence can work with a financial advisor to make the journey easier.

He also shares his wisdom around starting his own business and discusses typical advice he would give for those in the “boring middle”.

Show Notes:

Rockwill Financial:
https://rockwellfinancial.ie

FollowRockwell on Tiktok:
https://www.tiktok.com/@rockwell_financial

Follow Rockwell on Instagram:
https://www.instagram.com/rockwellfinancialmanagement/

Connect with Robert on Linked In:
https://www.linkedin.com/in/robert-whelan-3baa4120/

Join the newsletter:
https://www.firepodcast.ie/newsletter

This episode has been sponsored by KennCo Insurance. KennCo Underwriting Ltd T/A KennCo Insurance is regulated by The Central Bank of Ireland.